# Neuberger Berman Investment Advisers LLC 401(k) Plan
Source: https://planprovider.pro/companies/neuberger-berman-investment-advisers-llc-463641083-001

> Neuberger Berman Investment Advisers LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neuberger Berman Investment Advisers LLC

- **Sponsor EIN:** 463641083

- **Sponsor Address:** 190 SOUTH LASALLE STREET, 24TH FL, CHICAGO, IL, 60603

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $101.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$101.9M|$0|$0|

| 2023|0|$98.3M|$0|$0|

| 2022|0|$83.7M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NEUBERGER BERMAN INVESTMENT ADVISER|Other Service Provider|$331,212|—|$331,212|

| BROWN BROTHERS HARRIMAN & CO|Custodian / Trustee|$159,773|—|$159,773|

| SS&C TECHNOLOGIES|Other Service Provider|$107,943|—|$107,943|

| ERNST & YOUNG|Other Service Provider|$79,288|—|$79,288|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$69,980|—|$69,980|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $748,196

- **Estimated Expense Ratio:** 0.734% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$669,419|$297,633|$95,180|$82,500|—|

| 2023|$530,111|$208,067|$64,590|$79,288|—|

| 2022|$528,029|$236,578|$58,368|—|$233,083|

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